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Events
Databanks
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Argentina databank May 13 -
Brazil Economics databank Apr 14
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Central America databank May 1
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Chile databank Apr 7
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China databank Mar 21
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Colombia databank May 12
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Dominican Republic databank Apr 28
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Ecuador databank Apr 22
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Gulf Countries databank May 16
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Hungary databank Apr 22
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India databank Apr 28
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Mexico databank May 12
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Panama databank May 13
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Peru databank Apr 28
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Philippines databank May 8
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Poland databank Apr 29
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Russia Economics databank May 12
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South Africa databank May 6
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank May 5
NEWS FLASH
WEBINAR - LATIN AMERICA: FISCAL PRESSURES AND POLITICAL SHIFTS...
COUNTRY INSIGHTS
Flight Plan 2.0 and other weekly topics
BRAZIL POLITICS · Report · 23 Jan 2023
Lula and Fernando Haddad leave for Buenos Aires, where they will participate in the Summit of the Community of Latin American and Caribbean States. They will then head to Montevideo, for a meeting with the president of Uruguay. Arthur Lira (PP-AL) meets with caucuses ahead of his re-election cand...
The Mistake of Raising the Inflation Target
BRAZIL ECONOMICS · Report · 23 Jan 2023
The necessary condition to achieve the goals of accelerating economic growth and improving the distribution of income is to enact micro and macroeconomic reforms. But this is only one condition, which depends on Congress. The other, which depends exclusively on the Central Bank and the fiscal aut...
Politics: Opposition on the right path to compete in 2024 but with major challenges ahead
MEXICO · Report · 23 Jan 2023
The opposition has taken a major step toward mounting a serious challenge in the upcoming elections as the PAN, PRI and PRD recommitted themselves in recent days to competing as a coalition. However, a number of crucial matters remain under discussion. During the Va por México news conference at ...
No interest rate measure is expected from the Monetary Council tomorrow
HUNGARY · In Brief · 23 Jan 2023
At the first regular monthly rate-setting meeting tomorrow, analysts uniformly do not expect any interest rate step, and indeed no significant policy change of any type. What they find potentially interesting could be the Council's communication, from which the investors might try to draw conclus...
President Lula and Minister Haddad have meetings in Buenos Aires, Lula will participate in the Celac meeting tomorrow, and Arthur Lira meets with parties to guarantee his re-election in the House
BRAZIL POLITICS · Report · 23 Jan 2023
Today, President Lula begins his first international trip after taking office. He will meet with the president of Argentina, Alberto Fernández, and have other bilateral meetings. Brazil is expected to sign bilateral agreements and a memorandum of understanding with Argentina. Tomorrow, January 24...
Economics: Regional differences in economic activity and FDI flows
MEXICO · Report · 23 Jan 2023
It is well known at this point that economic growth in the third quarter of 2022 and during October was much stronger than anticipated thanks to greater dynamism in services and sustained rates of growth in manufacturing. But this week we turn our attention to the disparities in regional behavior...
Demand for workers slows, but remains elevated
ISRAEL · Report · 23 Jan 2023
1. The gap between job vacancies and the number of unemployed is gradually declining, but the labor market remains relatively tight. 2. Strong employment creation in December suggests that economic activity remains fairly steady. 3. In 2022, the BoI increased the Makam (T-bill) issuance sig...
Protests for Alexey Navalny to be freed
RUSSIA / FSU POLITICS · In Brief · 23 Jan 2023
On January 21 demonstrations were held in 60 cities around the world in favor of the imprisoned Russian anti-corruption campaigner. Navalny has been in jail since 2021. Protestors also held placards readings, ''No war'' and ''Free political prisoners.'' There were demos in Moscow and many other R...
Demand for workers slows, but remains elevated
ISRAEL · In Brief · 22 Jan 2023
T-bills issuance surges in 2022 In 2022 the BoI issued 235bn in Makam due to strong demand. This was 95bn above net Makam redemption. Parallel to this, the BoI reduced the daily commercial bank deposits by a net 71bn. This net absorption was necessary due to the public sector contribution to mone...
Election milestones, ToS scenarios
TURKEY · Report · 22 Jan 2023 · 1 response
President Erdogan has more-or-less declared May 14 as the new date for elections and is expected to issue the executive decree abolishing the legislature during the second week of March. The first essay covers other important milestones on the way to elections, such the final dates to register as...
Some thoughts on the macroeconomics of 2023
TURKEY · Report · 22 Jan 2023
Our standard quarterly/forecast report would normally have reached your inboxes already, but because of the exceptionally fluid and uncertain context, politics in particular, we’ve been delaying it. Things are still extremely murky, but the economics author has nevertheless decided to think aloud...
Fitch Ratings changed the outlook for its sovereign BBB to negative yesterday
HUNGARY · In Brief · 21 Jan 2023
On January 20, Fitch published its first revision to Hungary's sovereign rating this year, affirming its BBB rating but lowering its outlook to negative. The agency explained the decision citing two kinds of factors: general risks, such as challenging global conditions, high interest rates, volat...
US declares Wagner Group is a criminal organization
RUSSIA / FSU POLITICS · In Brief · 21 Jan 2023
On January 20 the US made the ruling about the Russian private military company. The US estimates that Wagner has 50,000 fighters in Ukraine, and 80% of them were released from prison to fight. Wagner also has fighters in several African countries. The US now regards Wagner as equivalent to the ...
The February electoral process: a critical political thermometer
ECUADOR · Report · 20 Jan 2023
The local government elections that will take place on February 5 are far from just another electoral process. They are extremely important to assess if the Correistas have regained strength, if CONAIE and Pachakutik have extended their influence to the national level, and if the Social Christian...
Belarus and Russian air forces carry out joint drills
RUSSIA / FSU POLITICS · In Brief · 20 Jan 2023
On January 16 the allied nations began their drills. This involves every airfield in Belarus. The Belarusian Ministry of Defense has been unusually revealing about the nature of the drills. It stated that the two air forces are practicing airborne landings, deliveries of material and the evacuati...